Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TECTP (Tectonic Financial Inc PR) | 9.62% | 16.55% | 11.76% | 17.51% | NA | NA | NA | 10.57% |
Data as of 07/11/2025, AR inception is 05/31/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TECTP (Tectonic Financial Inc PR) | 05/31/2019 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.79 | 16.55 | 11.76 | 17.51 | NA | NA | NA | 10.57 | 9.62 | 14.28 | 7.22 | 6.06 | 35.11 | -9.80 | 5.27 |
| Sharpe Ratio | NA | 1.14 | 0.49 | 0.69 | NA | NA | NA | 0.34 | 1.31 | 0.77 | 0.11 | 0.51 | 2.06 | -0.20 | 0.36 |
| Standard Deviation(%) | NA | 11.67 | 17.15 | 22.29 | NA | NA | NA | 25.46 | 12.38 | 9.97 | 26.06 | 9.13 | 17.05 | 49.49 | 21.72 |
| Draw Down(%) | NA | 3.04 | 20.57 | 20.57 | NA | NA | NA | 31.35 | 3.02 | 3.04 | 20.57 | 3.03 | 6.67 | 30.18 | 8.64 |
| Yield(%) | 0.00 | 11.55 | 9.66 | 12.37 | 5.49 | 3.66 | 2.75 | 9.15 | 5.55 | 10.62 | 8.70 | 8.51 | 10.49 | 8.58 | 4.42 |
Data as of 07/11/2025, AR inception is 05/31/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TECTP (Tectonic Financial Inc PR) |
7.98%
Jun 2019 - Jun 2022 |
8.12%
Jun 2019 - Jun 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TECTP (Tectonic Financial Inc PR) |
21.49%
Jun 2020 - Jun 2023 |
18.21%
Jun 2020 - Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart